Email Templates & Sender IDs

Email sending in YSUITE runs through your own configured sender, using templates you design.

Requires the relevant module for the emails you're sending (e.g. TaskPro for activity emails).

Email sender IDs

1. Go to Settings → Communication → Sender ID.
2. Add an SMTP sender with your mail server details.
3. Use Test Connection to confirm YSUITE can send through it before relying on it.

Email templates

Design the content of outgoing emails under Settings → Communication → Email Templates:

1. Click + New Template.
2. Edit the content visually, using merge variables for dynamic content (recipient name, document number, and so on).
3. Set the template's status (active/inactive).
4. Duplicate a template as a starting point for a variant.

Where email templates are used

Dedicated templates exist for task, meeting and call assignment, updates and reminders — across both CRM activities and standalone TaskPro activities. Document-related emails (invoices, quotations) use the separate Document Templates system for their PDF layout, with email templates governing the message the PDF is sent with.

Tips

• Test your SMTP connection whenever you change mail server credentials — a broken sender fails silently otherwise until someone notices missed notifications.
• Edit the copy and branding on activity email templates rather than relying on generic default wording — recipients notice.